The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADT Corp. COM 00101J106 148,227 4,091,277 SH   SOLE   3,347,902 0 743,375
AGCO Corp. COM 001084102 276,298 6,112,787 SH   SOLE   5,458,297 0 665,295
Aegion Corp. COM 00770F104 27,888 1,498,545 SH   SOLE   1,415,540 0 102,775
Amsurg Corp COM 03232P405 84,172 1,537,952 SH   SOLE   1,507,997 0 35,795
Brink's Co. COM 109696104 119,260 4,885,688 SH   SOLE   4,554,387 0 350,286
Broadridge Financial Solutions COM 11133T103 191,849 4,154,373 SH   SOLE   3,610,588 0 543,785
CARBO Ceramics, Inc. COM 140781105 127,485 3,183,151 SH   SOLE   2,832,671 0 358,575
Centene Corp. COM 15135B101 284,821 2,742,617 SH   SOLE   2,475,617 0 271,715
Chicago Bridge & Iron Co. COM 167250109 223,416 5,321,953 SH   SOLE   4,790,113 0 541,525
Clean Harbors, Inc. COM 184496107 223,598 4,653,453 SH   SOLE   4,004,693 0 648,760
Columbia Sportswear Co. COM 198516106 82,314 1,848,082 SH   SOLE   1,812,177 0 42,775
Darling Ingredients, Inc. COM 237266101 287,346 15,823,039 SH   SOLE   14,163,929 0 1,687,185
Diebold, Inc. COM 253651103 140,466 4,055,030 SH   SOLE   3,668,360 0 400,780
Flowserve Corp. COM 34354P105 138,658 2,317,528 SH   SOLE   1,901,733 0 415,795
Fresh Market, Inc. COM 35804H106 85,680 2,079,606 SH   SOLE   2,037,236 0 50,590
Hanesbrands, Inc. COM 410345102 167,516 1,500,772 SH   SOLE   1,228,147 0 272,625
Hill-Rom Holdings, Inc. COM 431475102 132,832 2,911,701 SH   SOLE   2,669,071 0 252,845
IDEX Corp. COM 45167R104 172,270 2,213,124 SH   SOLE   2,030,614 0 182,510
Iconix Brand Group, Inc. COM 451055107 144,167 4,266,554 SH   SOLE   3,841,334 0 439,803
Intrepid Potash, Inc. COM 46121Y102 72,695 5,237,359 SH   SOLE   5,116,139 0 144,955
Koppers Holdings, Inc. COM 50060P106 72,922 2,806,857 SH   SOLE   2,751,662 0 67,235
MeadWestvaco Corp. COM 583334107 147,811 3,329,817 SH   SOLE   2,757,222 0 572,595
Middleby Corp. COM 596278101 44,341 447,435 SH   SOLE   432,350 0 17,915
Murphy USA Inc. COM 626755102 100,218 1,455,381 SH   SOLE   1,285,361 0 170,020
Newfield Exploration Co. COM 651290108 177,160 6,532,442 SH   SOLE   5,728,227 0 804,215
Nordson Corp. COM 655663102 95,309 1,222,532 SH   SOLE   1,195,732 0 32,120
OGE Energy Corp. COM 670837103 126,064 3,553,089 SH   SOLE   3,227,529 0 335,245
Pentair plc COM G7S00T104 64,297 968,040 SH   SOLE   804,885 0 163,155
Polaris Industries, Inc. COM 731068102 120,488 796,670 SH   SOLE   722,070 0 76,285
Russell 2000 Index Fund COM 464287655 13,249 110,755 SH   SOLE   107,470 0 3,285
Russell 2000 Value Index Fund COM 464287630 295 2,900 SH   SOLE   2,900 0 0
S&P Midcap 400 Dep Rec Spdrs COM 78467Y107 30,366 115,037 SH   SOLE   115,037 0 0
Sanderson Farms, Inc. COM 800013104 101,422 1,207,050 SH   SOLE   1,183,435 0 27,855
Thor Industries, Inc. COM 885160101 202,184 3,618,830 SH   SOLE   3,241,415 0 384,275
Tidewater, Inc. COM 886423102 121,401 3,745,800 SH   SOLE   3,101,085 0 644,715
Timken Co. COM 887389104 163,256 3,825,116 SH   SOLE   3,327,711 0 497,405
TimkenSteel Corp. COM 887399103 16,704 451,097 SH   SOLE   451,097 0 0
Trinity Industries, Inc. COM 896522109 194,078 6,928,896 SH   SOLE   6,212,001 0 728,695
Walter Investment Management C COM 93317W102 44,439 2,691,613 SH   SOLE   2,596,648 0 113,965
Western Union Co. COM 959802109 174,170 9,724,744 SH   SOLE   7,996,554 0 1,728,190